Contact Center Account Consultant I
Based in United States
Core
Answer telephone inquiries regarding deposit and loan accounts, promote credit union products, and provide quality service to members in a call center environment.
Role type
entry-level account consultant (contact center)
Builds
member relationships and credit union product adoption
Domain
financial services (credit union)
Deliverable
client delivery
Required skills
telephone communication, account management, cross-selling, problem solving, computer operation, regulatory compliance (BSA/OFAC)
Responsibilities
Inform, educate, and advise members on account transactions; process transfers, withdrawals, loan payments, and credit card payments; handle member inquiries and solve problems; promote credit union products and services; comply with risk management policies and report violations.